Salesforce (NYSE: CRM | CRM Price Prediction) and Oracle (NYSE: ORCL) both delivered fresh earnings inside a three week window, and the contrast is striking. Salesforce sells AI agents that sit on…
Live Updates MOU Signed2:19pm ETPresident Trump has reportedly signed an MOU with Iran, sending the stock market soaring. The Dow Jones Industrial Average is up over 700 points to a fresh-all time…
Starboard Value, the activist hedge fund led by Jeff Smith, fully exited its positions in Salesforce (NYSE:CRM | CRM Price Prediction) and Autodesk (NASDAQ:ADSK) during the first quarter of 2026, disclosed in…
Adobe (NASDAQ:ADBE | ADBE Price Prediction) shares are getting hammered on Friday, down 9% to $198 after the design-software giant reported a beat-and-raise quarter that investors decided to sell anyway. The move…
Shares of Oracle (NYSE:ORCL | ORCL Price Prediction) are down 10% to $182.25 in early trading Thursday, following the company’s Q4 FY2026 earnings report released after the bell Wednesday. The slide is…
Bridgewater Associates walking away from Salesforce (NYSE:CRM | CRM Price Prediction) is exactly the kind of institutional exit that often coincides with entry points for long-duration holders evaluating durable compounders, and CRM…
Alex Sirois Billionaire investor Bill Ackman of Pershing Square has laid out one of the more provocative big-cap calls of this AI cycle. On the All-In Podcast, he argued that today's mega-cap incumbents are…
Anthropic is joining in on the IPO fray to win tens of billions in capital and likely a valuation in the trillions. This IPO could significantly benefit Amazon (NASDAQ:AMZN | AMZN Price Prediction),…
Four days. That is the gap between Anthropic closing a $65 billion Series H round at a $960 billion post-money valuation and the company confidentially submitting draft IPO paperwork to the SEC,…
Shares of ServiceNow (NYSE:NOW | NOW Price Prediction) are up 14% in Friday trading, changing hands at roughly $124 after closing Thursday at $108.73. The pop comes as capital rotates back into…
Dan Shipper, founder of the AI-forward media and software company Every, is pushing back on the conventional Wall Street narrative that companies can simply replace headcount with AI to raise margins. Dan…
Thomas Richmond Live Updates Salesforce Q1 Earnings Coverage Wrap-Up4:50pm ETThat wraps up our initial coverage of Salesforce’s Q1 results. Thank you for stopping by! Salesforce's Q1 Earnings Earn an A- Grade4:34pm ETOverall Grade: A-…
Thomas Richmond Everyone wants to talk about ServiceNow (NYSE:NOW | NOW Price Prediction) right now, because the workflow giant has become the poster child for enterprise AI and trades like it. But here’s what…
Bank of America reinstated coverage of Zeta Global (NYSE:ZETA) with a Buy rating and a $24 price target, ending an extended quiet stretch on the AI marketing platform. The reinstatement lands just…
Bank of America (NYSE:BAC | BAC Price Prediction) just made one of the more contrarian calls on Wall Street regarding the enterprise software giant. Analyst Tal Liani reinstated coverage of Salesforce (NYSE:CRM)…
